1. Using Core Application
  2. Configure Activities as Part of a Visit

Configure Activities as Part of a Visit

You can enable and configure the Visit functionality on the Business Rules screen. If there are other activities matching the same visit bundling keys as the moved activity then Assignment assistant suggests that you move them along with the moved activity.

Follow these steps.
  1. To enable the visit functionality:
    1. Select Configuration, Business Rules.
    2. Under Visit bundling keys, click the Enable the Visit functionality check box.
    3. Click Save to save the changes.
  2. To configure the visit functionality:
    1. Navigate to the Assignment assistant screen.
    2. Drag and drop the activity that you want to move. These actions occur:

      • Move selected activity only

      • Move selected and other activities matching the same visit bundling keys from current resource. Only activities for the date of selected activity are considered. Other activities are presented by activity identifier and ETA date.

      • Move selected and other activities matching the same visit bundling keys from all available resources. Only activities for the date of selected activity are considered. Other activities are presented by activity identifier and ETA date.

        This image displays the options available for a Visit functionality in the Select activity is part of a visit dialog:

        Image shows the Assignment Assistant - Selected activity is part of visit dialog box.

    3. Click the Continue button to navigate to the Assignment Assistant main screen.

Results:

To improve the KPI goals and better user experience, we recommend that you configure the vist functionality. This helps save the travel time and mileage and achieve improved utilization of resources.